13F HOLDINGS REPORT
Stanley Capital Management, LLC
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001420506-26-000410
Total Value
$598.1M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERTIV HOLDINGS CO | VRT | 229,000 | $37.1M | 6.20% |
| 2 | EXPEDIA GROUP INC | EXPE | 101,630 | $28.8M | 4.81% |
| 3 | APPLIED MATLS INC | 038222105 | 107,800 | $27.7M | 4.63% |
| 4 | META PLATFORMS INC | META | 41,900 | $27.7M | 4.62% |
| 5 | ORACLE CORP | ORCL-PD | 131,800 | $25.7M | 4.30% |
| 6 | MCKESSON CORP | MCK | 30,100 | $24.7M | 4.13% |
| 7 | CORPAY INC | CPAY | 79,790 | $24.0M | 4.01% |
| 8 | ALPHABET INC | GOOG | 68,800 | $21.5M | 3.60% |
| 9 | ELEVANCE HEALTH INC FORMERLY | ELV | 58,519 | $20.5M | 3.43% |
| 10 | VONTIER CORPORATION | VNT | 536,000 | $19.9M | 3.33% |
| 11 | REGAL REXNORD CORPORATION | RRX | 133,600 | $18.7M | 3.13% |
| 12 | RENTOKIL INITIAL PLC | RKLIF | 623,329 | $18.4M | 3.07% |
| 13 | AMERICAN EXPRESS CO | AXP | 48,830 | $18.1M | 3.02% |
| 14 | BANK AMERICA CORP | 060505104 | 321,642 | $17.7M | 2.96% |
| 15 | CORTEVA INC | CTVA | 261,700 | $17.5M | 2.93% |
| 16 | WESTERN ALLIANCE BANCORP | WAL-PA | 192,000 | $16.1M | 2.70% |
| 17 | IQVIA HLDGS INC | IQV | 67,400 | $15.2M | 2.54% |
| 18 | ULTA BEAUTY INC | ULTA | 23,730 | $14.4M | 2.40% |
| 19 | MARVELL TECHNOLOGY INC | MRVL | 163,000 | $13.9M | 2.32% |
| 20 | CENTENE CORP DEL | CNC | 324,722 | $13.4M | 2.23% |
| 21 | BRIGHTSTAR LOTTERY PLC | INTR | 857,000 | $13.3M | 2.22% |
| 22 | VESTIS CORPORATION | VSTS | 1,941,107 | $12.9M | 2.16% |
| 23 | COLUMBUS MCKINNON CORP N Y | CMCO | 705,000 | $12.2M | 2.03% |
| 24 | QUIDELORTHO CORP | QDEL | 402,000 | $11.5M | 1.92% |
| 25 | AECOM | ACM | 116,400 | $11.1M | 1.86% |
| 26 | ASML HOLDING N V | ASMLF | 10,000 | $10.7M | 1.79% |
| 27 | GLOBAL PMTS INC | 37940X102 | 136,608 | $10.6M | 1.77% |
| 28 | AVANTOR INC | AVTR | 918,500 | $10.5M | 1.76% |
| 29 | BLOOM ENERGY CORP | BE | 117,000 | $10.2M | 1.70% |
| 30 | PERIMETER SOLUTIONS INC | PRM | 349,000 | $9.6M | 1.61% |
| 31 | ARAMARK | ARMK | 234,600 | $8.6M | 1.45% |
| 32 | FISERV INC | FISV | 125,559 | $8.4M | 1.41% |
| 33 | MOODYS CORP | MCO | 15,758 | $8.0M | 1.35% |
| 34 | ALPHABET INC | GOOG | 24,960 | $7.8M | 1.31% |
| 35 | MICROSOFT CORP | MSFT | 14,695 | $7.1M | 1.19% |
| 36 | AXALTA COATING SYS LTD | AXTA | 216,600 | $7.0M | 1.17% |
| 37 | ROBERT HALF INC. | RHI | 250,493 | $6.8M | 1.14% |
| 38 | ALIGHT INC | ALIT | 3,130,835 | $6.1M | 1.02% |
| 39 | STAGWELL INC | STGW | 950,342 | $4.6M | 0.78% |